Gates Capital Management, Inc. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$3.6T
Holdings
31
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VSTOEURVISTA OUTDOOR INC | 5,344,435 | $246.2B | 6.81% | |
| 2 | SERVUSDTERMINIX GLOBAL HOLDINGS INC | 5,182,045 | $234.4B | 6.48% | |
| 3 | PAHUSDELEMENT SOLUTIONS INC | 9,631,880 | $233.9B | 6.47% | |
| 4 | OTISOTIS WORLDWIDE CORP | 2,445,510 | $212.9B | 5.89% | |
| 5 | SPGIS&P GLOBAL INC | 395,597 | $186.7B | 5.16% | |
| 6 | DVADAVITA INC | 1,601,450 | $182.2B | 5.04% | |
| 7 | GXOGXO LOGISTICS INCORPORATED | 1,830,044 | $166.2B | 4.60% | |
| 8 | CARRCARRIER GLOBAL CORPORATION | 3,037,198 | $164.7B | 4.56% | |
| 9 | WHWYNDHAM HOTELS & RESORTS INC | 1,744,498 | $156.4B | 4.32% | |
| 10 | VICIVICI PPTYS INC | 5,177,785 | $155.9B | 4.31% | |
| 11 | GLPIGAMING & LEISURE PPTYS INC | 2,961,154 | $144.1B | 3.98% | |
| 12 | BYDBOYD GAMING CORP | 1,982,484 | $130.0B | 3.59% | |
| 13 | NVST 2.375 06/01/25ENVISTA HOLDINGS CORPORATION | 53,500,000 | $119.0B | 3.29% | |
| 14 | AXTAAXALTA COATING SYS LTD | 3,585,275 | $118.7B | 3.28% | |
| 15 | STZCONSTELLATION BRANDS INC | 416,436 | $104.5B | 2.89% | |
| 16 | AWIARMSTRONG WORLD INDS INC NEW | 890,322 | $103.4B | 2.86% | |
| 17 | CZRCAESARS ENTERTAINMENT INC NE | 1,062,634 | $99.4B | 2.75% | |
| 18 | APY1EURCHAMPIONX CORPORATION | 4,886,728 | $98.8B | 2.73% | |
| 19 | XPOXPO LOGISTICS INC | 1,191,047 | $92.2B | 2.55% | |
| 20 | IFFINTERNATIONAL FLAVORS&FRAGRA | 607,328 | $91.5B | 2.53% | |
| 21 | IAA-WUSDIAA INC | 1,683,407 | $85.2B | 2.36% | |
| 22 | VNTVONTIER CORPORATION | 2,696,438 | $82.9B | 2.29% | |
| 23 | BBWIBATH & BODY WORKS INC | 1,174,101 | $81.9B | 2.27% | |
| 24 | ZWSZURN WATER SOLUTIONS CORP | 2,156,516 | $78.5B | 2.17% | |
| 25 | BERYEURBERRY GLOBAL GROUP INC | 905,966 | $66.8B | 1.85% | |
| 26 | CCSICONSENSUS CLOUD SOLUTIONS IN | 982,419 | $56.9B | 1.57% | |
| 27 | —ION GEOPHYSICAL CORP | 70,479,000 | $52.3B | 1.45% | |
| 28 | MERCMERCER INTL INC | 3,495,572 | $41.9B | 1.16% | |
| 29 | —NUVERRA ENVIRONMENTAL SOLUTI | 6,626,660 | $20.1B | 0.56% | |
| 30 | NVSTENVISTA HOLDINGS CORPORATION | 144,096 | $6.5B | 0.18% | |
| 31 | IOUSDION GEOPHYSICAL CORP | 2,672,096 | $2.4B | 0.07% |